Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-685
Closed -$45K 1152
2025
Q1
$45K Hold
685
﹤0.01% 839
2024
Q4
$44.7K Buy
685
+60
+10% +$3.91K ﹤0.01% 824
2024
Q3
$40.2K Buy
625
+581
+1,320% +$37.3K ﹤0.01% 847
2024
Q2
$2.74K Hold
44
﹤0.01% 1039
2024
Q1
$2.62K Sell
44
-2
-4% -$119 ﹤0.01% 1041
2023
Q4
$2.81K Hold
46
﹤0.01% 1077
2023
Q3
$2.46K Hold
46
﹤0.01% 1019
2023
Q2
$2.67K Hold
46
﹤0.01% 1018
2023
Q1
$2.96K Buy
+46
New +$2.96K ﹤0.01% 1095
2014
Q4
Sell
-60
Closed -$3K 672
2014
Q3
$3K Sell
60
-7,775
-99% -$389K ﹤0.01% 857
2014
Q2
$402K Buy
+7,835
New +$402K 0.01% 675